Client satisfaction
95%
Client satisfaction
Our clients consistently rate us highly
13
Years of experience
Years of financial wisdom at your service
Our services
Will and Last Testament
A will is essential because it ensures that your assets are distributed according to your wishes after your death. It provides clarity and direction for your loved ones, helping to avoid confusion or disputes. A will also allows you to appoint a trusted person to manage your estate and care for any dependents, giving you peace of mind and making things easier for your family during a difficult time.
Lasting Power of Attorney
A Lasting Power of Attorney (LPA) is important because it allows you to choose someone you trust to make decisions on your behalf if you become unable to do so. This can include decisions about your health, care, or finances. Having an LPA in place ensures that your wishes are respected and avoids delays or legal complications for your loved ones if you're no longer able to manage your affairs.
Property Protection trusts
A property trust is important because it helps protect your home and ensures it is passed on according to your wishes. It can safeguard your share of the property from being used to pay for care fees, reduce inheritance tax, and help avoid lengthy legal processes after death. By placing your property in a trust, you gain more control over how it is managed and who benefits from it in the future.
Our Story
We are a family-run estate planning business dedicated to helping individuals and families protect their assets and plan for the future. With a personal and compassionate approach, we guide our clients through wills, trusts, powers of attorney, and other essential estate planning services to ensure their wishes are clearly set out and their loved ones are looked after.
What People Say
Sarah Johnson
“Working with peoples planning was a relief from start to finish. As a family-run firm they treated us like family, explained every option clearly, and set up our wills and powers of attorney with care and efficiency. They felt trustworthy, responsive, and compassionate during a stressful time — highly recommended.”
Michael Lee
“Ben made estate planning simple and personal. they listened to our concerns, explained every option without jargon, and handled everything promptly. We left feeling confident our affairs are in order"
Emily Chen
“Absolutely fantastic service from start to finish. The team were friendly, professional, and really took the time to understand our needs. They made what felt like a daunting process easy and stress-free. We’re so glad we chose a family-run business that genuinely cares.”